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Dream Finders Homes, Inc.（DFH）とSEALED AIR CORP（SEE）の財務データ比較。上の社名をクリックして会社を切り替えられます
SEALED AIR CORPの直近四半期売上が大きい（$1.4B vs $1.2B、Dream Finders Homes, Inc.の約1.1倍）。Dream Finders Homes, Inc.の純利益率が高く（4.8% vs 3.1%、差は1.7%）。SEALED AIR CORPの前年同期比売上増加率が高い（2.6% vs -22.3%）。SEALED AIR CORPの直近四半期フリーキャッシュフローが多い（$257.7M vs $136.0M）。過去8四半期でDream Finders Homes, Inc.の売上複合成長率が高い（21.0% vs 2.7%）
Dream Finders Homes, Inc.はアメリカの大手住宅建設企業で、入門層から高級層までの一戸建て住宅やタウンハウスを建設・販売しています。同社は高成長地域に事業を展開し、住宅ローン手配、権利保険、住宅保証などの付随サービスも提供しています。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
DFH vs SEE — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $1.4B |
| 純利益 | $58.8M | $43.8M |
| 粗利率 | — | 28.6% |
| 営業利益率 | 6.4% | 11.4% |
| 純利益率 | 4.8% | 3.1% |
| 売上前年比 | -22.3% | 2.6% |
| 純利益前年比 | -54.9% | 700.0% |
| EPS（希薄化後） | $0.57 | $0.30 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $1.2B | $1.4B | ||
| Q3 25 | $969.8M | $1.3B | ||
| Q2 25 | $1.2B | $1.3B | ||
| Q1 25 | $989.9M | $1.3B | ||
| Q4 24 | $1.6B | $1.4B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $827.8M | $1.3B |
| Q4 25 | $58.8M | $43.8M | ||
| Q3 25 | $47.0M | $255.1M | ||
| Q2 25 | $56.6M | $93.1M | ||
| Q1 25 | $54.9M | $113.5M | ||
| Q4 24 | $130.5M | $-7.3M | ||
| Q3 24 | $70.7M | $91.7M | ||
| Q2 24 | $80.9M | $98.3M | ||
| Q1 24 | $54.5M | $82.0M |
| Q4 25 | — | 28.6% | ||
| Q3 25 | — | 29.8% | ||
| Q2 25 | — | 30.7% | ||
| Q1 25 | — | 30.9% | ||
| Q4 24 | — | 30.0% | ||
| Q3 24 | — | 30.1% | ||
| Q2 24 | 19.2% | 31.2% | ||
| Q1 24 | 18.0% | 30.3% |
| Q4 25 | 6.4% | 11.4% | ||
| Q3 25 | 6.3% | 13.8% | ||
| Q2 25 | 6.4% | 15.0% | ||
| Q1 25 | 7.2% | 14.5% | ||
| Q4 24 | 10.8% | 11.7% | ||
| Q3 24 | 9.2% | 13.9% | ||
| Q2 24 | 10.0% | 15.4% | ||
| Q1 24 | 8.6% | 14.0% |
| Q4 25 | 4.8% | 3.1% | ||
| Q3 25 | 4.8% | 19.0% | ||
| Q2 25 | 4.9% | 7.0% | ||
| Q1 25 | 5.5% | 9.0% | ||
| Q4 24 | 8.4% | -0.5% | ||
| Q3 24 | 7.0% | 6.9% | ||
| Q2 24 | 7.7% | 7.4% | ||
| Q1 24 | 6.6% | 6.2% |
| Q4 25 | $0.57 | $0.30 | ||
| Q3 25 | $0.47 | $1.73 | ||
| Q2 25 | $0.56 | $0.63 | ||
| Q1 25 | $0.54 | $0.77 | ||
| Q4 24 | $1.28 | $-0.05 | ||
| Q3 24 | $0.70 | $0.63 | ||
| Q2 24 | $0.81 | $0.67 | ||
| Q1 24 | $0.55 | $0.56 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $234.8M | $344.0M |
| 総負債低いほど良い | $1.6B | $3.3B |
| 株主資本純資産 | $1.4B | $1.2B |
| 総資産 | $3.7B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.13× | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $234.8M | $344.0M | ||
| Q3 25 | $251.0M | $282.5M | ||
| Q2 25 | $210.3M | $354.4M | ||
| Q1 25 | $297.5M | $335.2M | ||
| Q4 24 | $274.4M | $371.8M | ||
| Q3 24 | $204.9M | $386.0M | ||
| Q2 24 | $274.8M | $388.6M | ||
| Q1 24 | $239.4M | $352.8M |
| Q4 25 | $1.6B | $3.3B | ||
| Q3 25 | $1.8B | $4.0B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | — | $4.2B | ||
| Q4 24 | $1.3B | $4.2B | ||
| Q3 24 | — | $4.3B | ||
| Q2 24 | — | $4.4B | ||
| Q1 24 | — | $4.5B |
| Q4 25 | $1.4B | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $953.1M | ||
| Q1 25 | $1.3B | $797.9M | ||
| Q4 24 | $1.2B | $624.5M | ||
| Q3 24 | $1.1B | $771.2M | ||
| Q2 24 | $1.0B | $650.1M | ||
| Q1 24 | $968.7M | $598.3M |
| Q4 25 | $3.7B | $7.0B | ||
| Q3 25 | $3.8B | $7.1B | ||
| Q2 25 | $3.7B | $7.2B | ||
| Q1 25 | $3.5B | $7.0B | ||
| Q4 24 | $3.3B | $7.0B | ||
| Q3 24 | $3.3B | $7.3B | ||
| Q2 24 | $3.0B | $7.3B | ||
| Q1 24 | $2.7B | $7.2B |
| Q4 25 | 1.13× | 2.65× | ||
| Q3 25 | 1.29× | 3.34× | ||
| Q2 25 | — | 4.18× | ||
| Q1 25 | — | 5.26× | ||
| Q4 24 | 1.03× | 6.72× | ||
| Q3 24 | — | 5.62× | ||
| Q2 24 | — | 6.81× | ||
| Q1 24 | — | 7.49× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $143.6M | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $136.0M | $257.7M |
| FCFマージンFCF / 売上 | 11.2% | 18.5% |
| 設備投資強度設備投資 / 売上 | 0.6% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 2.44× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | $-126.4M | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $143.6M | $293.6M | ||
| Q3 25 | $-131.0M | $165.9M | ||
| Q2 25 | $-68.5M | $136.6M | ||
| Q1 25 | $-44.7M | $31.9M | ||
| Q4 24 | $306.5M | $244.2M | ||
| Q3 24 | $-205.0M | $170.5M | ||
| Q2 24 | $-110.6M | $188.2M | ||
| Q1 24 | $-247.5M | $125.1M |
| Q4 25 | $136.0M | $257.7M | ||
| Q3 25 | $-135.7M | $119.6M | ||
| Q2 25 | $-78.8M | $93.2M | ||
| Q1 25 | $-47.9M | $-12.0M | ||
| Q4 24 | $302.6M | $185.1M | ||
| Q3 24 | $-222.5M | $115.2M | ||
| Q2 24 | $-112.4M | $129.5M | ||
| Q1 24 | $-249.6M | $78.0M |
| Q4 25 | 11.2% | 18.5% | ||
| Q3 25 | -14.0% | 8.9% | ||
| Q2 25 | -6.8% | 7.0% | ||
| Q1 25 | -4.8% | -0.9% | ||
| Q4 24 | 19.4% | 13.6% | ||
| Q3 24 | -22.1% | 8.6% | ||
| Q2 24 | -10.6% | 9.7% | ||
| Q1 24 | -30.2% | 5.9% |
| Q4 25 | 0.6% | 2.6% | ||
| Q3 25 | 0.5% | 3.4% | ||
| Q2 25 | 0.9% | 3.3% | ||
| Q1 25 | 0.3% | 3.5% | ||
| Q4 24 | 0.3% | 4.4% | ||
| Q3 24 | 1.7% | 4.1% | ||
| Q2 24 | 0.2% | 4.4% | ||
| Q1 24 | 0.3% | 3.6% |
| Q4 25 | 2.44× | 6.70× | ||
| Q3 25 | -2.79× | 0.65× | ||
| Q2 25 | -1.21× | 1.47× | ||
| Q1 25 | -0.81× | 0.28× | ||
| Q4 24 | 2.35× | — | ||
| Q3 24 | -2.90× | 1.86× | ||
| Q2 24 | -1.37× | 1.91× | ||
| Q1 24 | -4.54× | 1.53× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
